C & R SCHAUF FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- C & R SCHAUF FOUNDATION (EIN 75-3047191)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201831319349100628
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T08:59:07-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742842755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUDENKAUF & MALONE INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 631 | AddressLine1Txt |
| City | RUSSELL | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67665 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753047191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C & R SCHAUF FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | %UMB BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | C&RS | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND BOULEVARD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB | PersonNm |
| Person Title | CORPORATE TRUSTEE | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA GUDENKAUF | PreparerPersonNm |
| PTIN | P01212778 | PTIN |
| Phone | 7854836220 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,582,108 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $55,502 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,502 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $967,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,848 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $103,350 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,350 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,878 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,939 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,939 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $31,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,939 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,789 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,232 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,232 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,939 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,610 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,411 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,109 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,559 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,559 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $339,757 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $324,127 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $318,402 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $381,651 | CorporateStockBOYAmt |
| Corporate Stock EOY | $403,251 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $527,137 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $848,335 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $814,398 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $808,692 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $745,329 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $719,233 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $863,316 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,357,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,325,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,582,108 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,464,957 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,464,957 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$107,777 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$139,387 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,357,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,325,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,357,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,325,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,357,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,610 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,325,570 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,325,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE SYSTEMS | P | 2017-02-09 | 2017-12-01 | $6,283 | $4,078 | $2,205 | $2,205 |
| BB&T CORP | P | 2016-11-21 | 2017-10-12 | $6,557 | $6,252 | $305 | $305 |
| BERKSHIRE HATHAWAY INC | P | 2016-04-27 | 2017-04-13 | $16,316 | $15,056 | $1,260 | $1,260 |
| BHP BILLITON LTD | P | 2016-04-20 | 2017-03-09 | $4,280 | $3,912 | $368 | $368 |
| CISCO SYSTEMS INC | P | 2016-08-11 | 2017-04-13 | $7,943 | $7,596 | $347 | $347 |
| CONTINENTAL RESOURCES INC | P | 2016-04-20 | 2017-02-09 | $4,789 | $3,997 | $792 | $792 |
| DISNEY WALT CO | P | 2017-05-15 | 2017-09-14 | $6,358 | $7,105 | -$747 | -$747 |
| EATON CORP PLC ORD | P | 2016-12-09 | 2017-06-15 | $4,564 | $4,172 | $392 | $392 |
| EDWARDS LIFESCIENCES CORP | P | 2016-12-09 | 2017-02-09 | $8,625 | $9,335 | -$710 | -$710 |
| ELECTRONIC ARTS INC | P | 2017-08-10 | 2017-12-01 | $7,945 | $8,551 | -$606 | -$606 |
| EXPEDIA GROUP INC | P | 2017-05-15 | 2017-11-09 | $5,882 | $7,147 | -$1,265 | -$1,265 |
| EXXONMOBIL CORP | P | 2016-03-10 | 2017-01-12 | $7,769 | $7,353 | $416 | $416 |
| FIVE BELOW INC | P | 2016-07-14 | 2017-03-09 | $3,259 | $4,023 | -$764 | -$764 |
| FLOUR CORP NEW | P | 2016-12-09 | 2017-05-15 | $6,986 | $8,569 | -$1,583 | -$1,583 |
| HALLIBURTON CO | P | 2017-01-12 | 2017-08-10 | $3,434 | $4,697 | -$1,263 | -$1,263 |
| HEALTH CARE REIT INC DTD | P | 2017-03-16 | 2017-04-11 | $15,307 | $15,164 | $143 | $143 |
| ISHARES LEHMAN | P | 2017-02-24 | 2017-10-12 | $50,477 | $50,210 | $267 | $267 |
| NUANCE MID CAP VALUE | P | 2016-11-21 | 2017-10-25 | $17,133 | $15,154 | $1,979 | $1,979 |
| ORACLE CORP | P | 2017-04-13 | 2017-10-12 | $9,865 | $9,049 | $816 | $816 |
| REGENERON PHARMACEUTICALS | P | 2017-06-15 | 2017-11-09 | $8,130 | $9,386 | -$1,256 | -$1,256 |
| ULTA BEAUTY | P | 2017-06-15 | 2017-08-10 | $3,707 | $4,493 | -$786 | -$786 |
| VERIZON COMMUNICATIONS INC DTD | P | 2016-04-05 | 2017-02-14 | $30,724 | $30,107 | $617 | $617 |
| GOVERNMENT NATIONAL MORT ASSN DTD | P | 2015-01-16 | 2017-01-15 | $1,219 | $1,285 | -$66 | -$66 |
| GOVERNMENT NATIONAL MORT ASSN DTD | P | 2015-01-16 | 2017-01-20 | $50 | $52 | -$2 | -$2 |
| GOVT NATIONAL MTG ASSN DTD | P | 2015-01-16 | 2017-01-15 | $1,100 | $1,156 | -$56 | -$56 |
| GOVT NATIONAL MTG ASSN DTD | P | 2015-01-16 | 2017-01-20 | $3,201 | $3,385 | -$184 | -$184 |
| RIO TINTO FIN USA LTD | P | 2015-02-02 | 2017-06-21 | $28,265 | $28,138 | $127 | $127 |
| AMAZON COM INC | P | 2015-07-09 | 2017-12-01 | $6,969 | $2,624 | $4,345 | $4,345 |
| AMPHENOL CORP NEW DTD | P | 2015-02-05 | 2017-10-12 | $25,164 | $25,219 | -$55 | -$55 |
| APACHE CORP | P | 2016-04-20 | 2017-10-12 | $3,099 | $4,109 | -$1,010 | -$1,010 |
| BALL CORP | P | 2016-04-20 | 2017-12-01 | $3,969 | $3,771 | $198 | $198 |
| BANK AMERICA FUNDING CORP | P | 2015-01-20 | 2017-07-26 | $32,853 | $32,584 | $269 | $269 |
| BP CAPITAL MARKETS PLC | P | 2015-03-24 | 2017-10-12 | $26,034 | $26,012 | $22 | $22 |
| BUILD AMERICA BONDS | P | 2013-03-17 | 2017-02-15 | $37,627 | $39,857 | -$2,230 | -$2,230 |
| COMCAST CORP NEW | P | 2016-08-11 | 2017-10-12 | $8,256 | $7,794 | $462 | $462 |
| COSTCO WHOLESALE CORP | P | 2015-02-23 | 2017-07-13 | $7,668 | $7,440 | $228 | $228 |
| CUMMINS INC | P | 2016-04-20 | 2017-08-10 | $5,454 | $4,091 | $1,363 | $1,363 |
| DAIMLER FINANCE NA LLC | P | 2015-03-24 | 2017-11-16 | $15,022 | $15,093 | -$71 | -$71 |
| EATON CORP PLC ORD | P | 2016-03-10 | 2017-06-15 | $4,944 | $3,863 | $1,081 | $1,081 |
| FEDERAL HOME LOAN MORT CORP | P | 2015-02-24 | 2017-06-02 | $5,133 | $5,096 | $37 | $37 |
| FORD MOTOR CREDIT CO DTD | P | 2015-02-05 | 2017-05-17 | $15,166 | $15,170 | -$4 | -$4 |
| GENERAL ELECTRIC CAP CORP | P | 2015-03-26 | 2017-03-22 | $31,361 | $31,314 | $47 | $47 |
| HALLIBURTON CO | P | 2016-04-27 | 2017-08-10 | $3,838 | $3,909 | -$71 | -$71 |
| HEALTH CARE REIT INC DTD | P | 2015-02-02 | 2017-03-16 | $25,370 | $25,364 | $6 | $6 |
| INVESTMENT GRADE MUNICIPAL TRUST | P | 2013-03-17 | 2017-02-15 | $42,556 | $43,947 | -$1,391 | -$1,391 |
| ISHARES CORE S&P SMALL-CAP ETF | P | 2014-11-20 | 2017-10-25 | $9,302 | $6,954 | $2,348 | $2,348 |
| JP MORGAN CHASE & CO DTD | P | 2015-01-28 | 2017-07-26 | $26,850 | $26,699 | $151 | $151 |
| KRAFT HEINZ CO | P | 2015-04-10 | 2017-08-10 | $6,011 | $5,096 | $915 | $915 |
| METWEST UNCONSTRAINED BOND FUND CLASS I | P | 2015-04-09 | 2017-12-08 | $35,000 | $34,883 | $117 | $117 |
| MFS MID CAP GROWTH FUND CLASS R 6 | P | 2016-05-18 | 2017-08-10 | $48,887 | $41,403 | $7,484 | $7,484 |
| MONDELEZ INTERNATIONAL INC | P | 2015-09-10 | 2017-09-14 | $7,298 | $7,618 | -$320 | -$320 |
| MORGAN STANLEY MTN DTD | P | 2015-02-05 | 2017-02-15 | $25,936 | $25,876 | $60 | $60 |
| NEWELL BRANDS INC | P | 2016-05-12 | 2017-09-14 | $6,269 | $7,088 | -$819 | -$819 |
| NUCOR CORP | P | 2016-04-20 | 2017-07-13 | $4,833 | $4,021 | $812 | $812 |
| NVIDIA CORP | P | 2015-12-01 | 2017-01-12 | $5,676 | $1,802 | $3,874 | $3,874 |
| O'REILLY AUTOMOTIVE INC | P | 2015-02-23 | 2017-03-19 | $5,380 | $4,183 | $1,197 | $1,197 |
| PAYCHEX INC | P | 2016-02-11 | 2017-05-15 | $8,911 | $7,351 | $1,560 | $1,560 |
| PROCTER & GAMBLE CO | P | 2016-01-28 | 2017-11-09 | $5,261 | $4,797 | $464 | $464 |
| RIVERPARK STRATEGIC INCOME FUND I | P | 2016-07-14 | 2017-11-06 | $49,651 | $48,714 | $937 | $937 |
| SPECTRA ENERGY PARTNERS LP | P | 2015-04-07 | 2017-10-12 | $30,273 | $30,260 | $13 | $13 |
| UNION PACIFIC CORP | P | 2016-04-27 | 2017-06-15 | $12,044 | $10,637 | $1,407 | $1,407 |
| VANGUARD INSTITUTIONAL INDEX | P | 2013-11-19 | 2017-10-25 | $68,396 | $50,013 | $18,383 | $18,383 |
| WELLS FARGO & CO | P | 2015-02-23 | 2017-01-12 | $11,713 | $12,117 | -$404 | -$404 |
| WEYERHAEUSER CO | P | 2016-03-28 | 2017-06-15 | $8,392 | $7,792 | $600 | $600 |
| U S TREASURY NOTE | P | 2014-05-15 | 2017-04-13 | $15,291 | $15,376 | -$85 | -$85 |
| Capital Gains Dividends | P | $5,182 | $5,182 | $5,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,848 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,127 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,398,036 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051345 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,623 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,461,956 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027467 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,807 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,444,615 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026171 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,830 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $547,584 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047171 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,041 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $249,209 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.008190 | DistributionYr5Rt |
| Total Distribution | 0.160344 | TotalDistributionRt |
| Average Distribution | 0.032069 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,513,549 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,607 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $884 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,491 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $120,021 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $884 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $884 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $884 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $412 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $412 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $472 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND BLVD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA GUDENKAUF | ||||||||
| PO BOX 631 | RUSSELL | KS | 67665 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| UMB BANK | ||||||||
| 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CORPORATE TRUSTEE | 5.00 | $29,878 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,483,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,551,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,551,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,513,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $884 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $884 | TotalTaxAmt |
| Distributable Before Adj | $124,793 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $124,793 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $124,793 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,021 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,021 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $884 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $119,137 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,793 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $103,232 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,021 | QualifyingDistributionsAmt |
| Applied To Year1 | $103,232 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,789 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $108,004 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARTON CO COMMUNITY COLLEGE | ||||||
| 245 NE 30 RD | GREAT BEND | KS | 67530 | PC | SCHOLARSHIPS | $34,410 |
| FORT HAYS STATE UNIVERSITY FOUNDATION | ||||||
| 600 PARK STREET | HAYS | KS | 67601 | PC | SCHOLARSHIPS | $34,411 |
| KANSAS WESLEYAN UNIVERSITY | ||||||
| 100 E CLAFLIN AVENUE SUITE A | SALINA | KS | 67401 | PC | SCHOLARSHIPS | $34,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,232 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $55,502 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,848 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $103,350 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,350 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | INCOME USED TO PROVIDE GRANTS |
| 4 | INCOME USED TO PROVIDE GRANTS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(h)(2)AND REG. 53.4942(a)-3(d)(2), the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from tax year ending December 2011,$6,437 | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FUND | $70,100 | $67,718 |
| METWEST UNCONSTAINED BOND FUND CLASS I | $30,416 | $30,394 |
| FIXED INCOME SECURITIES CORPORATE BONDS | $579,773 | $576,469 |
| RIVERPARK STRATEGIC INCOME | $34,018 | $34,053 |
| ISHARES CORE US AGGREGATE | $50,060 | $49,854 |
| ISHARES IBOXX $ INVESTEMENT GRADE CORP | $50,031 | $50,204 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $403,251 | EOYBookValueAmt |
| EOYFMV | $527,137 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $324,127 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $318,402 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX | AT COST | $35,624 | $44,086 |
| DEVELOPED MARKETS INDEX FUND | AT COST | $213,384 | $246,469 |
| ISHARE CORE S&P | AT COST | $167,605 | $216,151 |
| SEAFARER OVERSEAS GROWTH & INCOME FD | AT COST | $34,010 | $43,424 |
| IVY INTERNTL CORE | AT COST | $95,785 | $120,712 |
| MFS MID CAP GROWTH | AT COST | $25,492 | $29,372 |
| NUANCE MID CAP VALUE | AT COST | $89,204 | $96,968 |
| CARILLON EAGLE SMALL CAP GROWTH FUND | AT COST | $19,546 | $21,372 |
| MANNING & NAPIER FUNDS | AT COST | $38,583 | $44,762 |